Credo Stock Has The Bull Case Changed As AEC Competition Grows

Credo Technology Group is showcasing its OmniConnect Weaver memory gearbox on AMD's Versal AI Edge Series Gen 2 platform and has detailed a 1.6T ZeroFlap active light cable and a new OCP workstream for Short-Reach Micro-Emitter Optics that target future AI data center interconnect needs. In the same week that these products and collaborations were highlighted, fresh commentary about rising competition in active electrical cables and slower 1.6T adoption raised questions about how quickly...